Noble Family Wealth, LLC Portfolio Holdings

Noble Family Wealth, LLC

  • $363 Billion
  • Q4 2024

Noble Family Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $39.9B, Vanguard Value ETF with a value of $33.4B, Schwab Strategic Tr Us Dividen with a value of $32.7B, Vanguard Ftse Developed Market with a value of $24.7B, and Schwab Strategic Tr Us Small C with a value of $22.4B.

Examining the 13F form we can see an decrease of $8.82B in the current position value, from $372B to 363B.

Noble Family Wealth, LLC is based out at Clearwater, FL

Below you can find more details about Noble Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Billion
ETFs: $358 Billion
Technology: $1.49 Billion
Financial Services: $1.24 Billion
Industrials: $1.17 Billion
Consumer Cyclical: $469 Million
Healthcare: $324 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.9 Billion 10.98% of portfolio
203,557
Q4 2024 Added 0.71%
$0
$33.4 Billion 9.2% of portfolio
197,788
Q4 2024 Added 0.22%
$0
$32.7 Billion 9.02% of portfolio
1,202,238
Q4 2024 Added 215.39%
$0
$24.7 Billion 6.81% of portfolio
517,281
Q4 2024 Added 1.46%
$0
$22.4 Billion 6.17% of portfolio
867,146
Q4 2024 Added 103.59%
$0
$20.8 Billion 5.73% of portfolio
50,269
Q4 2024 Reduced 3.39%
$0
$18.6 Billion 5.11% of portfolio
670,807
Q4 2024 Added 174.72%
$0
$17.9 Billion 4.94% of portfolio
690,921
Q4 2024 Added 200.29%
$0
$15.6 Billion 4.31% of portfolio
84,752
Q4 2024 Reduced 0.32%
$0
$13.4 Billion 3.7% of portfolio
55,966
Q4 2024 Added 6.16%
$0
$12.5 Billion 3.43% of portfolio
672,712
Q4 2024 Added 123.38%
$0
$10.8 Billion 2.96% of portfolio
40,715
Q4 2024 Reduced 0.48%
$0
$10.3 Billion 2.83% of portfolio
136,081
Q4 2024 Reduced 0.73%
$0
$9.95 Billion 2.74% of portfolio
353,435
Q4 2024 Added 274.09%
$0
$8.7 Billion 2.4% of portfolio
81,697
Q4 2024 Reduced 2.17%
$0
$6.78 Billion 1.87% of portfolio
34,314
Q4 2024 Added 0.08%
$0
$4.33 Billion 1.19% of portfolio
26,435
Q4 2024 Reduced 0.11%
$0
$3.93 Billion 1.08% of portfolio
27,057
Q4 2024 Reduced 0.64%
$0
$3.44 Billion 0.95% of portfolio
61,943
Q4 2024 Added 1.58%
$0
$3.33 Billion 0.92% of portfolio
8,207
Q4 2024 Reduced 7.69%
$0
$3.35 Billion 0.92% of portfolio
63,956
Q4 2024 Added 1.27%
$0
$2.76 Billion 0.76% of portfolio
24,159
Q4 2024 Reduced 10.66%
$0
$2.72 Billion 0.75% of portfolio
21,069
Q3 2024 Reduced 8.47%
$0
$2.61 Billion 0.72% of portfolio
31,802
Q4 2024 Reduced 8.17%
$0
$2.51 Billion 0.69% of portfolio
20,970
Q4 2024 Reduced 11.79%
$0
$2.47 Billion 0.68% of portfolio
18,887
Q4 2024 Reduced 8.13%
$0
$2.21 Billion 0.61% of portfolio
36,354
Q4 2024 Added 18.01%
$0
$1.92 Billion 0.53% of portfolio
6,830
Q3 2024 Reduced 1.44%
$0
$1.83 Billion 0.5% of portfolio
53,424
Q4 2024 Reduced 0.17%
$0
$1.73 Billion 0.48% of portfolio
74,847
Q2 2024 Added 0.29%
$0
$1.32 Billion 0.36% of portfolio
19,405
Q4 2024 Reduced 2.91%
$0
$1.23 Billion 0.34% of portfolio
46,034
Q4 2024 Reduced 0.32%
$0
$1.09 Billion 0.3% of portfolio
24,724
Q4 2024 Reduced 1.39%
$0
$967 Million 0.27% of portfolio
13,754
Q4 2024 Added 8.41%
$0
$971 Million 0.27% of portfolio
41,748
Q4 2024 Added 200.0%
$0
$939 Million 0.26% of portfolio
9,676
Q1 2024 Reduced 0.85%
$0
$953 Million 0.26% of portfolio
5,000
Q1 2023 New
$0
$883 Million 0.24% of portfolio
5,470
Q4 2024 Reduced 16.82%
$0
$716 Million 0.2% of portfolio
4,634
Q3 2024 Reduced 1.34%
$0
$683 Million 0.19% of portfolio
5,909
Q4 2024 Reduced 9.02%
$0
$695 Million 0.19% of portfolio
7,160
Q1 2023 New
$0
$630 Million 0.17% of portfolio
10,968
Q4 2024 Added 0.35%
$0
$572 Million 0.16% of portfolio
23,716
Q4 2024 Added 100.0%
$0
$516 Million 0.14% of portfolio
21,208
Q4 2024 Added 97.95%
$0
$507 Million 0.14% of portfolio
22,276
Q4 2024 Added 199.49%
$0
$481 Million 0.13% of portfolio
3,600
Q1 2023 New
$0
$477 Million 0.13% of portfolio
2,160
Q1 2023 New
$0
$389 Million 0.11% of portfolio
14,248
Q1 2023 New
$0
$411 Million 0.11% of portfolio
11,370
Q4 2024 Reduced 68.46%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $363 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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